A complete list of active advisors currently associated with Clarity Financial, LLC

Warmer can help you find a great advisor at Clarity Financial, LLC or one who fits your needs even better.

Clarity Financial is a fee-only registered investment adviser that provides comprehensive wealth management and financial planning to individuals and high‑net‑worth clients, and also accepts corporate and charitable organization clients. Its services include discretionary portfolio management, ongoing financial planning, and project‑based engagements, as well as business‑planning consulting for owners and executives. The firm generally constructs diversified portfolios using mutual funds and ETFs but will build customized portfolios or select individual securities when clients request values‑based strategies; it offers socially responsible and Biblically Responsible investing options using third‑party research and positive/negative screens. Clients typically grant limited discretionary trading authority, accounts are monitored and rebalanced on a regular basis, and full financial reviews are conducted at least annually. Noteworthy aspects compared with many peers include the firm’s explicit work with corporations and charitable organizations and its emphasis on business planning and employee‑benefit optimization alongside personal financial planning. The firm requires clients to custody assets at a designated broker‑dealer custodian, discloses block trading practices, relies on third‑party research for values‑based selections, and does not vote client proxies.

To learn more about the advisors currently working at Clarity Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.